Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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St. James's Place Wealth Management Plc
FRN 195351
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 2 Oct 2025)
- CF30 Customer (since 17 Sep 2025)
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Chapel Wealth Management Group Ltd
FRN 987637
- Employed By (since 17 Sep 2025)
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- CF22 Investment Adviser (Trainee) (21 Oct 2003 to 17 Aug 2004)
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- CF22 Investment Adviser (Trainee) (21 Oct 2003 to 17 Aug 2004)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.